Compliance - ONESOURCE TAX ONE
Technical and Functional Evolution
- Occasional Flow
- Permanent Asset Generation
- Generation of PIS/COFINS Credit Installments on Asset - Record F120 and F130.
- Generation of Magnetic Medium ICMS Agreement 201
- Generation of Magnetic Medium Utilities - ICMS Agreement 115
- Generation of PIS/COFINS Calculation Memory
- ICMS - Consolidation of Utilities Documents
- ICMS Entry and Exit Fiscal Books
- SCANC - Magnetic Medium
- Release of Data Exposure (API): Cover and Item fiscal documentary, Utilities, and available for connection to Tax Intelligence.
- Presumed Profit Report
- Return APIs - Extra Apurations Endpoints, Anticipated ICMS and ICMS-ST for filling obligations, such as Sped Fiscal.
- Payment Guides Menu/APIs ICMS-ST and Decendial ICMS.
- Payment Guides Menus/APIs Integration Extra Apuration Endpoints.
- Payment Guides Menus/APIs Integration ICMS and Anticipated ICMS Endpoints.
- Advanced Validators - Signature, Sending, and Transmission of Magnetic Media (new product targeted at high-volume clients).
- Release of Data Exposure (API): ICMS/IPI Apuration, Withheld, Accounting Reason, Accounting Balance.
- Allocation
- Report on Adjustments in the Proportional Credit Allocation of Records M105/M505
- Cumulative Revenue
- Support report of notes with bases disregarded in credit allocation
- Implementation of Municipal Validators – Via Tax Automation
- ISS WEB - Automation of Magnetic Medium generation, for service takers and providers using the ISS WEB validator.
- Payment Guides Menu APIs Integration Endpoints PIS/COFINS, IPI, Withheld and Cide.
- Alphanumeric CNPJ effective for July/2026: Initial deliveries include screens, reports, and integration of accessory obligation, including alphanumeric CNPJ.
– API for user creation/inactivation
– Municipal and Giss Online access permission: An improvement will be released bringing this item by grouping.
- Municipal Journey via Tax Automation - To provide a better user experience and greater process simplification.
Legal Update
Update of fields 19 of SAFX07, 103 of SAFX08 and all accessory obligations like EFD ICMS IPI.
Adaptation of Tables and Records to meet the Electronic Communication Services Invoice (Model 62).
- Compliance with subitem "3.6.14 Other Hypotheses where there is a Need for Attribution of VAF to more than one Municipality" of Resolution 4.730/2014, SEF-MG, in the pre-generation of Record 1400 of Sped Fiscal.
- Generation of Record 0221 with a Product Parametrization being used for several establishments.
Adaptation of Tables and Records to meet the Electronic Communication Services Invoice (Model 62).
- Creation of SAFX338 for importing Municipality x Municipality ANP Parameterization
- Creation of SAFX339 for importing CNAE x CNAE ANP Parameterization to comply with I-SIMP
- Automatic Posting of the Rate Differential in ICMS Assessment, supporting double base for Rio Grande do Norte
- Automatic Posting of the Rate Differential in ICMS Assessment with differentiated treatment for Simples Nacional suppliers in São Paulo
- Improvement in the Generation and Issuance screen with the creation of a filter for company selection.
- Enhancement in handling ICMS Sub Judice (CAT Ordinance 187/2010) to enable bookkeeping of model 66 notes (NF3e).
- Handling for FECP-ST (State Fund for Poverty Combat - Tax Substitution) in interstate operations originated from or destined to the Federal District, not bookkeeping FECP-ST along with ICMS-ST in records C100, C170, and C190, and in the ICMS-ST Assessment (record E210).
Legal Basis: Version 1.0 of the EFD ICMS-IPI Fiscal Bookkeeping Tutorial for taxpayers from another state (UF) who carry out interstate operations originated from or destined to the Federal District (OIE).
- Legal Update for layout 2026 (first deliveries)
- Improvement in the “Asset Code Update from SAFX13” functionality to enable updating the Acquisition Operation Date with the Asset Validity Start Date (SAFX13).
- Creation of SAFX337 for Canceling Tax Documents based on the Cancellation Event.
– Improvements in the usability of the Item Type parameterization screens for Record 0200.
- Creation of SAFX for importing records 1400, which present the value added per municipality. Through the new SAFX, it will be possible to meet any IPM Code published by the Federal Units.
- Legal Update for layout 2026 (finalization of deliveries)
- Creation of SAFX341 for importing Value Added by Municipality to comply with Record 1400.
- Creation of SAFX340 for importing ANP Operation x CFOP and CFOP Extension Parameterization
Tax Reform
- Layout Manual with new tables/fields
- ONESOURCE Tax One vs Connectors (SAP/Oracle)
- Fiscal Documentary screen rule
- Study around government event recovery
Interfaces
- Integration Control and Monitoring Panel. Possibility of data adjustment within users' reach.
- Delivery of necessary interfaces for FCI operations of Oracle Cloud clients.
- SAP OBTI x OBI Launch Integration
- Tax Reform – Impact Analysis – Design
- Tax Reform – Impact Analysis – Design
- Tax Reform – Impact Analysis – Design
- Interface Adjustment – BIPs x LACS Migration Design
- Observations of Fiscal Notes (SAFX2009, 112, 113, 114, 116)
- Tax Reform (Adjustments of ONESOURCE Tax One / ONESOURCE DFE Evolutions) – Pilot / Launch
- Tax Reform (Adjustments of ONESOURCE Tax One / ONESOURCE DFE Evolutions) – Pilot / Launch
- V11 + Connector x OBI Pilot / Launch Integration
- Tax Reform (Adjustments of ONESOURCE Tax One / ONESOURCE DFE Evolutions) – Pilot / Launch
- V17 + Connector x OBI Pilot / Launch Integration
- Interface Adjustment – BIPs x LACS Migration Launch
- Tax Reform – Sending/Returning Data from Payment Guides and Accounting
- NFCOM
- Unification of front and back end of integration applications
- Review/unification of communication and authentication formats of integrations
- AI Solutions